Bookkeeping Services in Waco, TX
Waco is the McLennan County seat and home to Baylor University. I work with Waco business owners remotely from Salado, about 50 miles south on I-35, using QuickBooks Online and Xero.
- Based in Salado. Waco is about 50 miles north of Salado
- Fully remote, with no office visits needed
- QuickBooks Online and Xero
- Four monthly packages to choose from
Behind on your books? Start with a bookkeeping cleanup.
Bookkeeping for how Waco businesses run
Waco’s economy mixes university life, tourism, healthcare, and manufacturing. Restaurants, shops, and hospitality businesses see busy and slow seasons, so accurate monthly books and forecasting help plan for the slow months.
- Restaurants and hospitality
- Retail and tourism businesses
- Professional services
- Contractors and trades
Bookkeeping packages for Waco businesses
Each package includes everything in the one before it. If you are between two, book a free call and I will recommend one.
Essentials Lite
Clean, reconciled books for new and solo businesses
You’re a fit if
- You run the business yourself with no payroll
- You use one or two bank or credit card accounts
- You need accurate records more than monthly reports
What I handle
- Transaction categorization
- Monthly bank and credit card reconciliations
- One email each month with questions about unclear transactions
Time to move up: you need monthly financial statements for decisions, a lender, or a partner.
Book a call about Essentials LiteEssentials
Monthly financial statements and a quarterly review
You’re a fit if
- You make decisions from your monthly numbers
- A lender, partner, or CPA asks for financial statements
- You want a scheduled review of how the business is doing
What I handle
- Everything in Essentials Lite, plus:
- Monthly profit and loss statement and balance sheet
- Quarterly review meeting
- Audit-ready document vault
Time to move up: paying vendors and following up on invoices starts taking up your week.
Book a call about EssentialsClarity
Bills, invoices, and custom reporting for established businesses
You’re a fit if
- You pay regular vendors and invoice customers
- You need to know who owes you and who you owe
- You want reports built around the numbers you track
What I handle
- Everything in Essentials, plus:
- Accounts payable and accounts receivable oversight
- Custom reports and performance reviews
- Quarterly strategy meeting
Time to move up: you have employees on payroll or collect sales tax.
Book a call about ClarityLuxe
Your full back office, handled by one person
You’re a fit if
- You have employees on payroll
- You collect and file sales tax
- You want one person coordinating all of your financial operations
What I handle
- Everything in Clarity, plus:
- Payroll coordination through trusted providers
- Sales tax filing management
- Monthly cash flow review and advisory call
- Ongoing coordination of your financial operations
Everything I offer Waco businesses
Monthly Bookkeeping
- Categorization and reconciliations
- Monthly financial statements
- Four packages
Bookkeeping Cleanup
- Catch-up for months or years behind
- Corrections and reconciliations
- Ready for your CPA
Cash Flow & Advisory
- Budgets and cash flow forecasts
- Weekly or monthly updates
- Merchant reconciliation
From first call to your first monthly close
01. Free call
02. Secure setup
03. Catch-up check
04. Monthly close
Bookkeeping questions from Waco businesses
Do you work with Waco businesses in person?
I work fully remotely from Salado, and Waco is about 50 miles north of Salado. Calls, document sharing, and your monthly reports all happen online, so you never need to come to an office.
How much does bookkeeping cost for a Waco business?
It depends on how many accounts you have and how much you hand off. On a free call I recommend the right monthly package or cleanup and give you a quote, with no pressure and no commitment.
Can you file Texas sales tax for my Waco business?
Yes. Sales tax filing is available as an add-on to any package and is included in the Luxe package. Texas combines the 6.25% state rate with local taxes, up to 8.25% total. Confirm the rate for your address with the Texas Comptroller.
My books are behind. Can I still start?
Yes. We start with a bookkeeping cleanup to catch up and reconcile every account, then you can move into a monthly package.
Which accounting software do you use?
I work in QuickBooks Online and Xero. If you are not on either yet, I can help you get set up.
Bookkeeping for businesses across Central Texas
I’m based in Salado and work remotely with businesses in these cities and beyond. Choose your city for local details.
Ready for books you can rely on?
Book a free call. I will learn about your Waco business and recommend the right support, with no pressure and no commitment.
Areas served
Salado, Central Texas, and remote clients